XCEL WEALTH MANAGEMENT, LLC – Citigroup Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$302,000
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-9.39%
quarter
Citigroup Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.66% | -354 shares | -48K | $41.67 | 7.24K |
| Q2 2022 | share | Decrease | -3.39% | -267 shares | -70K | $45.99 | 7.60K |
| Q1 2022 | share | Decrease | -6.81% | -575 shares | -90K | $53.4 | 7.86K |
| Q4 2021 | share | Increase | +24.62% | 1.66K shares | 34K | $60.43 | 8.44K |
| Q3 2021 | share | Increase | +14.83% | 875 shares | 58K | $69.67 | 6.77K |
| Q2 2021 | share | Decrease | -8.31% | -535 shares | -50K | $69.71 | 5.90K |
| Q1 2021 | share | Increase | +10.05% | 588 shares | 108K | $71.17 | 6.43K |
| Q4 2020 | share | Increase | +0.14% | 8 shares | 109K | $59.79 | 5.84K |
| Q3 2020 | share | Decrease | -4.68% | -287 shares | -62K | $41.3 | 5.84K |
| Q2 2020 | share | Increase | +2.10% | 126 shares | 61K | $48.46 | 6.12K |
| Q1 2020 | share | Increase | +8.38% | 464 shares | -190K | $39.5 | 6.00K |
| Q4 2019 | share | Increase | +8.74% | 445 shares | 91K | $74.41 | 5.53K |
| Q3 2019 | share | Increase | +12.26% | 556 shares | 34K | $63.9 | 5.09K |
| Q2 2019 | share | Increase | +0.13% | 6 shares | 36K | $64.29 | 4.53K |
| Q1 2019 | share | Decrease | -8.28% | -409 shares | 24K | $56.76 | 4.53K |
| Q4 2018 | share | Increase | 0.00% | 4.93K shares | 257K | $47.16 | 4.93K |